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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Aaron Dunda

Owner, Financial Advisor

817-520-8160

208-870-3480 (voice only)

817-520-8671

aaron@adwmllc.com

I didn't take a straight path to financial planning. I grew up in El Paso, eventually moved to Boise, Idaho, and spent a decade as a Deputy Sheriff before starting two other businesses and finally finding my way to financial services....
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Aaliyah Mauricio

Administrative Assistant & Office Manager

817-520-8169

817-520-8671

aaliyah@adwmllc.com

I am a financial services assistant with a passion for helping individuals and families feel confident about their financial futures. My interest in this work began when I started learning about retirement planning and realized how...
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